You can quickly and easily create a new client lead directly from your App Drawer. You can determine what information must be collected when adding a new lead by creating a lead capture widget skin with the lead capture form option enabled. These leads are tracked in your Lead Management Report.
To manually create a new lead:
- Click the App Drawer button .
- In the App Drawer, click Add Lead.
- Enter the client’s basic information. More details will make it easier to find and stay in contact with your clients, however the only necessary piece of information for a client is their first name.
- Click Additional Information to reveal more specific informational fields.
- Click Subscription Settings to configure the client’s notification settings.
- Click CREATE ACCOUNT.